See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4800 DEER LAKE DR. E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $32,033 |
BENEFIT SOLUTIONS, ETC.4 years Filed as: BENEFIT SOLUTIONS, ETC. LTD. Service code 13 2312 FAR HILLS AVE, SUITE 144 · DAYTON, OH 45419 | Contract Administrator | $26,162 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,437 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,725 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 99 1801 CALIFORNIA STREET, 23RD FLOOR · DENVER, CO 80202 | Other Fees | $1,730 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,856 | $35,123+27.7% | $93,406-52.0% | $73,409-38.9% |
| Participation rate | 90.3% | 68.3%+22.0pp | 66.8%+23.5pp | 72.2%+18.1pp |
| Annual return | 14.15% | 18.89%-4.7pp | 78.05%-63.9pp | 59.29%-45.1pp |
| Employer contribution / active EE | $841 | $1,247-32.6% | $2,075-59.5% | $2,234-62.4% |
| Participant deferral / active EE | $3,755 | $2,249+66.9% | $3,126+20.1% | $3,805-1.3% |
| Admin fee / account holder | $174 | $108+60.8% | $5,230-96.7% | $158+10.1% |